SI
KDEC

Stephens Inc’s Innovator U.S. Small Cap Power Buffer ETF - December KDEC Stock Holding History

Stephens Inc’s Portfolio KDEC Stock Details KDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-74,885
Closed -$1.8M – 1325
2024
Q4 		$1.8M Buy
+74,885
New +$1.83M 0.03% 470

Other funds holding KDEC

BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
CCG
Catalina Capital Group Torrance, California $168M AUM 16.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Stephens Inc's KDEC Position: Q1 2025 in Review

Stephens Inc sold out of Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) in Q1 2025, closing a stake of 74,885 shares — an estimated $1.8M sold.

Stephens Inc first reported a position in KDEC in Q4 2024 and held it in 1 quarter. The position peaked at $1.8M in Q4 2024. 45 funds tracked by Wall St. Rank hold KDEC as of Q1 2025.

  • Stephens Inc reported no remaining Innovator U.S. Small Cap Power Buffer ETF - December position as of Q1 2025 after selling out during the quarter.
  • Stephens Inc sold 74,885 Innovator U.S. Small Cap Power Buffer ETF - December shares in Q1 2025, an estimated $1.8M.
  • Stephens Inc first reported a position in Innovator U.S. Small Cap Power Buffer ETF - December in Q4 2024 and held it in 1 quarter.
  • Stephens Inc's Innovator U.S. Small Cap Power Buffer ETF - December position peaked at $1.8M in Q4 2024.
  • 45 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - December as of Q1 2025.

Based on Stephens Inc's 13F filing for Q1 2025, filed 1 May 2025.